SEC Form 4 · accession 0001225208-17-009312
CBIZ, Inc. · CBZ
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Steven L Gerard
Director
Period of report
May 4, 2017
Accepted (ET)
May 8, 2017 · 4:32 pm EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0000944148
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common stockF1 | May 4, 2017 | M | 40,500 | $5.87 | A | 363,983 | D | |
| Common stockF2 | May 4, 2017 | S | 40,500 | $15.60 | D | 323,483 | D | |
| Common stockF1 | May 5, 2017 | M | 49,000 | $5.87 | A | 372,483 | D | |
| Common stockF3 | May 5, 2017 | S | 49,000 | $15.6568 | D | 323,483 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Employee Stock OptionF1 | $5.87 | May 4, 2017 | M | 40,500 | D | May 22, 2013 | May 22, 2018 | Common stock | 40,500 | 125,000 | D |
| Employee Stock OptionF1 | $5.87 | May 5, 2017 | M | 49,000 | D | May 22, 2013 | May 22, 2018 | Common stock | 49,000 | 76,000 | D |
Explanation of responses
- F1Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018.
- F2Average price between $15.55 and $15.56.
- F3Average price between $15.55 and $15.77.